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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1376
Relyea Zuckerberg Hanson
Connecticut
$264K +$13.1K +217 +5%
NFP
1377
Narus Financial Partners
Utah
$264K -$19.9K -330 -6%
NEWAS
1378
N.E.W. Advisory Services
Wisconsin
$264K +$2.78K +46 +1%
CWP
1379
Concord Wealth Partners
Virginia
$263K +$179K +2,960 +161%
WPC
1380
Waters Parkerson & Co
Louisiana
$263K – – –
SW
1381
StrongBox Wealth
Missouri
$262K -$2.9K -48 -1%
NCM
1382
Noesis Capital Mangement
Florida
$261K – – –
OWP
1383
Obermeyer Wealth Partners
Colorado
$261K – – –
QI
1384
Qtron Investments
Massachusetts
$258K -$428K -7,085 -60%
EFSCE
1385
Enterprise Financial Services Corp (EFSC)
Missouri
$258K -$7.01K -116 -2%
SVWAG
1386
Sound View Wealth Advisors Group
Georgia
$258K +$2.06K +34 +0.7%
SW
1387
SteelPeak Wealth
California
$257K -$2.51M -41,455 -90%
TCA
1388
Transcend Capital Advisors
New Jersey
$256K +$14.3K +236 +5%
AFT
1389
Alpha Family Trust
California
$256K +$282K +4,660 New
CPA
1390
Court Place Advisors
Maryland
$255K -$9.07K -150 -3%
MWM
1391
Massachusetts Wealth Management
Massachusetts
$255K +$281K +4,650 New
NSB
1392
Norway Savings Bank
Maine
$255K -$15.1K -250 -5%
FWCM
1393
Ferguson Wellman Capital Management
Oregon
$255K -$14.9K -246 -5%
MF
1394
Manchester Financial
California
$254K +$280K +4,630 New
PF
1395
Prosperitas Financial
California
$254K +$279K +4,619 New
SQA
1396
Simon Quick Advisors
New Jersey
$253K +$24.4K +404 +10%
WP
1397
WealthSource Partners
California
$253K -$58.7K -971 -17%
EL
1398
Essex LLC
Illinois
$253K -$786 -13 -0.3%
RCM
1399
RNC Capital Management
California
$252K -$56K -927 -17%
IDBONY
1400
Israel Discount Bank of New York
New York
$251K -$3.14K -52 -1%
54 55
56
57 58